Position in ROOT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$84,830
+$13,363 QoQ
Shares Held
1,517
-6.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#110
of 158 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROOT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Frazier Financial Advisors, LLC holds $515,404 across 9 Insurance - Property & Casualty names. ROOT ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
428 | $141,291 | |
| 2 | CINF |
Cincinnati Financial Corp
|
610 | $112,935 | |
| 3 | ROOT |
Root, Inc.
This page
|
1,517 | $84,830 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
400 | $50,556 | |
| 5 | ALL |
Allstate Corp
|
208 | $49,491 | |
| 6 | CB |
Chubb Ltd
|
82 | $27,940 | |
| 7 | WRB |
Berkley W R Corp
|
337 | $23,768 | |
| 8 | MKL |
Markel Group Inc.
|
7 | $13,671 |
All Filings in ROOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,830 | 1,517 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $71,467 | 1,618 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $116,868 | 1,618 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $144,827 | 1,618 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $246,854 | 1,929 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,070 | 38 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||